Great Valley Advisor Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Great Valley Advisor Group’s Portfolio GLDM Stock Details GLDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$75.8M	Buy	817,316 +11,953	+1%	+$1.15M	1.38%	8
2025 Q4	$68.8M	Sell	805,363 -84,351	-9%	-$6.93M	1.32%	11
2025 Q3	$68M	Buy	889,714 +41,957	+5%	+$2.88M	1.36%	9
2025 Q2	$55.5M	Sell	847,757 -111,250	-12%	-$7.24M	1.23%	14
2025 Q1	$59.4M	Buy	959,007 +40,895	+4%	+$2.32M	1.28%	14
2024 Q4	$47.7M	Buy	918,112 +43,966	+5%	+$2.32M	1.07%	17
2024 Q3	$45.6M	Sell	874,146 -25,769	-3%	-$1.27M	1.12%	15
2024 Q2	$41.5M	Buy	899,915 +59,374	+7%	+$2.75M	1.16%	14
2024 Q1	$37M	Buy	840,541 +198,201	+31%	+$8.14M	1.12%	15
2023 Q4	$26.3M	Buy	642,340 +539,503	+525%	+$21.2M	0.92%	17
2023 Q3	$3.77M	Buy	102,837 +28,509	+38%	+$1.09M	0.16%	153
2023 Q2	$2.83M	Buy	74,328 +26,975	+57%	+$1.06M	0.12%	184
2023 Q1	$1.85M	Buy	+47,353	New	+$1.78M	0.09%	220

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Great Valley Advisor Group's GLDM Position: Q1 2026 in Review

Great Valley Advisor Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 1.5% in Q1 2026, buying an estimated $1.15M and bringing the position to 817,316 shares worth $75.8M. The position accounts for 1.38% of the portfolio, ranked #8.

Great Valley Advisor Group first reported a position in GLDM in Q1 2023 and has held it in 13 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Great Valley Advisor Group held 817,316 shares of SPDR Gold MiniShares Trust worth $75.8M as of Q1 2026.
Great Valley Advisor Group bought 11,953 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $1.15M.
SPDR Gold MiniShares Trust made up 1.38% of Great Valley Advisor Group's portfolio in Q1 2026, its #8 holding.
Great Valley Advisor Group first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 13 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.